Greg Gulick, CFP®
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is confident everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Greg Gulick
LPL Registered Principal
Greg Gulick has well over a decade of experience in the investment and wealth management business. Greg graduated from Saint Edward’s University in Austin, Texas with a Bachelor of Business Administration degree in Accounting. He also has completed the Financial Planning Certificate program at Texas A&M University at Commerce. Greg also completed the Retirement Plan Fundamentals Certificate program from the American Society of Pension Professionals.
Managing a lifetime of earnings and personal resources requires careful, meticulous planning. Greg has been helping business owners and families develop financial, retirement and investment plans and strategies for over a decade. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process.
Greg specializes in providing personalized, independent, independent, and creative solutions for business owners and families regarding their investment management and financial planning needs.
